We partner with business owners and their teams to grow and enhance the legacy of their company for long-term, sustainable success

We combine entrepreneurial drive, extensive operating experience, a passion for success, and the expertise of seasoned investors to offer business owners an attractive next step and exit opportunity. Additionally, Sun Harbor Capital is committed to the future of your company, its employees, customers, suppliers, and all stakeholders.

We recognize that selling a business is one of the most significant and important decisions a business owner can make. Sun Harbor Capital is dedicated to making the process as smooth and straightforward as possible. We can provide liquidity to unlock the wealth accumulated in your business and ensure a management transition that will secure the long-term success of your legacy.

What can you expect from us?

Our Difference

Expected Process

We’ll work with you to co-create the best plan for navigating the ownership transition process together.

  • Introductory Call

    Let's arrange a short introductory call to get to know each other and confidentially determine if the opportunity is a good fit for both parties.

  • Preliminary Offer

    If we both wish to continue, we’ll ask for some basic financial details to provide an approximate valuation for your business.

  • Letter of Intent (LOI)

    If there is mutual interest in proceeding, we will request further information about your company to create a Letter of Intent (LOI) that outlines a clear set of mutually agreed-upon offer terms. We will tailor a transaction that aligns with your economic goals.

  • Due Diligence

    After the LOI is signed, we will conduct a thorough evaluation of the financial, operational, and legal aspects of the company and arrange for the necessary legal documentation.

  • Close and Celebrate!

    On the closing day, we will finalize legal agreements, transfer funds, and celebrate the start of a new chapter!

We align with your operating needs and can act as advisors or operators.

Operating Capacity: As experienced operators, we can contribute as advisors or take on operational roles, either fully or partially.

Scaling Sales & Marketing: We specialize in creating and optimizing sales and marketing strategies, enhancing pricing models, driving customer retention, and exploring new markets.

Growing Teams: We can help source talent and expand your teams both domestically and internationally.

Adopting Technology: We assist in integrating technology to enhance your product's reach and scale your operations.

Leveraging Our Networks: We utilize our extensive network to introduce you to new markets or form valuable partnerships.

Our Industries

Business Services

Software / SaaS

Healthcare

Education

Consumer